+60.5%
XOM vs CAVA
+41.9%
+18.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.4% |
| 7D | +4.1% | -8.0% | +12.1% | +4.2% |
| 30D | +4.6% | -19.6% | +24.1% | +4.9% |
| 3M | +14.0% | -36.7% | +50.6% | +15.0% |
| 6M | +11.0% | -30.6% | +41.5% | +11.5% |
| YTD | +40.7% | -4.8% | +45.5% | +39.4% |
| 1Y | +52.3% | -13.1% | +65.4% | +51.2% |
| 3Y | +60.5% | +48.8% | +11.7% | +62.5% |
| All | +60.5% | +41.9% | +18.5% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CAVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling